Inside Annuities

An Annuity is an Insurance Contract, not An Investment

DON’T BE MISLED INTO THINKING OTHERWISE

An annuity is an insurance contract that provides you with a guaranteed rate of return regardless of stock market performance. But over the course of the maturing of the annuity, it doesn’t take into account the loss of purchasing power when you are able to access the funds. Are annuities a shell game? Learn more about what they don’t tell you in the informative video below.

Alt text: Infographic promoting investment advisory services by Griffiths, Dreher & Evans, PS, CPAs. Highlights include their ranking as a top 150 CPA firm, a Nobel Prize-winning investment philosophy, complimentary discovery meetings to assess client fit, and a personal visual financial plan. The firm emphasizes a holistic approach to financial planning beyond just investments, ensuring secure and insured client accounts with Charles Schwab & Co. Contact information is provided for scheduling a discovery meeting.
MEET OUR INVESTMENT ADVISORS
View Investment Advisory Process